Permit Capital
Latest statistics and disclosures from Permit Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SBAC, PBI, EXPE, SATS, WDC, and represent 60.78% of Permit Capital's stock portfolio.
- Added to shares of these 6 stocks: HPQ (+$5.8M), PBI, OTEX, GEN, EXPE, QVCGA.
- Reduced shares in these 3 stocks: WDC (-$11M), IDCC, GOOG.
- Permit Capital was a net seller of stock by $-5.2M.
- Permit Capital has $294M in assets under management (AUM), dropping by -8.41%.
- Central Index Key (CIK): 0001313978
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Portfolio Holdings for Permit Capital
Permit Capital holds 19 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Sba Communications Corp Cl A (SBAC) | 33.6 | $99M | 575k | 172.11 |
|
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| Pitney Bowes (PBI) | 13.1 | $39M | +7% | 3.5M | 11.05 |
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| Expedia Group Com New (EXPE) | 6.0 | $18M | +5% | 77k | 230.89 |
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| Echostar Corp Cl A (SATS) | 4.2 | $12M | 105k | 117.07 |
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| Western Digital (WDC) | 3.8 | $11M | -48% | 41k | 270.49 |
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| Hp (HPQ) | 3.7 | $11M | +111% | 569k | 19.21 |
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| Match Group (MTCH) | 3.7 | $11M | 350k | 30.71 |
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| Frontdoor (FTDR) | 3.5 | $10M | 198k | 52.86 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.4 | $10M | -19% | 35k | 286.86 |
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| Range Resources (RRC) | 3.2 | $9.4M | 209k | 45.18 |
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| CVS Caremark Corporation (CVS) | 3.1 | $9.0M | 126k | 71.82 |
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| MGIC Investment (MTG) | 3.0 | $9.0M | 341k | 26.25 |
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| InterDigital (IDCC) | 3.0 | $8.7M | -30% | 29k | 302.00 |
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| Meta Platforms Cl A (META) | 2.9 | $8.6M | 15k | 572.13 |
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| Open Text Corp (OTEX) | 2.7 | $8.0M | +16% | 360k | 22.24 |
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| Nortonlifelock (GEN) | 2.4 | $7.1M | +15% | 375k | 18.83 |
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| Signet Jewelers SHS (SIG) | 2.3 | $6.9M | 81k | 84.64 |
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| Paypal Holdings (PYPL) | 2.0 | $5.9M | 130k | 45.23 |
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| Qvc Group Com Ser A New (QVCGA) | 0.3 | $864k | +2% | 398k | 2.17 |
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Past Filings by Permit Capital
SEC 13F filings are viewable for Permit Capital going back to 2010
- Permit Capital 2026 Q1 filed May 7, 2026
- Permit Capital 2025 Q4 filed Feb. 11, 2026
- Permit Capital 2025 Q3 filed Nov. 10, 2025
- Permit Capital 2025 Q2 filed Aug. 6, 2025
- Permit Capital 2025 Q1 filed May 14, 2025
- Permit Capital 2024 Q3 restated filed Feb. 14, 2025
- Permit Capital 2024 Q4 filed Feb. 14, 2025
- Permit Capital 2024 Q3 filed Nov. 14, 2024
- Permit Capital 2024 Q2 filed Aug. 14, 2024
- Permit Capital 2024 Q1 filed May 15, 2024
- Permit Capital 2023 Q3 filed Nov. 14, 2023
- Permit Capital 2023 Q2 filed Aug. 14, 2023
- Permit Capital 2023 Q1 filed May 15, 2023
- Permit Capital 2022 Q4 restated filed Feb. 16, 2023
- Permit Capital 2022 Q4 filed Feb. 14, 2023
- Permit Capital 2022 Q3 filed Nov. 14, 2022